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Riverview Trust Company’s Sempra SRE Stock Holding History

Riverview Trust Company’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-210
Closed -$20.4K – 199
2026
Q1 		$20.4K Hold
210
– – 0.03% 148
2025
Q4 		$18.5K Hold
210
– – 0.02% 168
2025
Q3 		$18.9K Hold
210
– – 0.02% 167
2025
Q2 		$15.9K Hold
210
– – 0.02% 185
2025
Q1 		$15K Sell
210
-14
-6% -$1.09K 0.01% 533
2024
Q4 		$19.6K Hold
224
– – 0.02% 475
2024
Q3 		$18.7K Sell
224
-260
-54% -$20.8K 0.02% 512
2024
Q2 		$36.8K Sell
484
-246
-34% -$18.2K 0.03% 272
2024
Q1 		$52.4K Buy
+730
New +$52.3K 0.04% 235
2023
Q4 		– Sell
-840
Closed -$57.1K – 563
2023
Q3 		$57.1K Hold
840
– – 0.05% 220
2023
Q2 		$61.1K Hold
840
– – 0.06% 186
2023
Q1 		$63.5K Hold
840
– – 0.06% 176
2022
Q4 		$65K Buy
840
+356
+74% +$27.5K 0.06% 179
2022
Q3 		$36K Hold
484
– – 0.03% 251
2022
Q2 		$36K Hold
484
– – 0.03% 253
2022
Q1 		$41K Buy
+484
New +$34.8K 0.03% 245

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Riverview Trust Company's SRE Position: Q2 2026 in Review

Riverview Trust Company sold out of Sempra (SRE) in Q2 2026, closing a stake of 210 shares — an estimated $20.4K sold.

Riverview Trust Company first reported a position in SRE in Q1 2022 and held it in 16 quarters. The position peaked at $65K in Q4 2022. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Riverview Trust Company reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Riverview Trust Company sold 210 Sempra shares in Q2 2026, an estimated $20.4K.
  • Riverview Trust Company first reported a position in Sempra in Q1 2022 and held it in 16 quarters.
  • Riverview Trust Company's Sempra position peaked at $65K in Q4 2022.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.